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DBOAX vs VBINX
DBOAX vs VBINX Comparison
Open Charts DBOAX vs VBINX
BNY Mellon Balanced Opportunity A
Price$23.02
Change-$0.35 (-1.50%)
VolumeN/A
Net Assets277.24M
Vanguard Balanced Index I
Price$47.55
Change-$0.70 (-1.45%)
VolumeN/A
Net Assets58.22B
DBOAX vs VBINX Comparison Chart
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DBOAX vs. VBINX commentary
Mar 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DBOAX is a Buy and VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.2B vs. DBOAX (277M). VBINX pays higher dividends than DBOAX: VBINX (1.93) vs DBOAX (1.18). DBOAX was incepted earlier than VBINX: DBOAX (21 years) vs VBINX (32 years). DBOAX (1.29) is less costly to investors than VBINX (0.18). DBOAX is a more actively managed with annual turnover of: 46.25 vs. VBINX (19.00). VBINX has a lower initial minimum investment than DBOAX: VBINX (0) vs DBOAX (1000). VBINX annual gain was more profitable for investors over the last year : 4.83 vs. DBOAX (1.80). VBINX return over 5 years is better than : 32.34 vs. DBOAX (10.07).
| DBOAX | VBINX | DBOAX / VBINX | |
| Total Expense Ratio | 1.15 | 0.18 | 639% |
| Annual Report Gross Expense Ratio | 1.29 | 0.18 | 717% |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | -0.511 | -0.495 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 58.2B | 0% |
| Annual Yield % from dividends | 1.18 | 1.93 | 61% |
| Returns for 1 year | 1.80 | 4.83 | 37% |
| Returns for 3 years | 4.80 | 12.33 | 39% |
| Returns for 5 years | 10.07 | 32.34 | 31% |
| Returns for 10 years | 15.33 | 78.56 | 20% |